U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PLAN FIDUCIARY SERVICES, INC. ENTERPRISE SELECT POOLED EMPLOYER PLAN | CLEARWATER FL | 3,880 | $76.5M | $7.9M |
| 2 | PLAN COMPLIANCE SERVICES, INC. ENTERPRISE SELECT PREMIER POOLED EMPLOYER PLAN | CLEARWATER FL | 1,302 | $28.5M | $4.5M |
| 3 | UNITED EMPLOYEE SERVICES, INC. UNITED EMPLOYEE SERVICES 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 708 | $19.0M | $1.7M |
| 4 | LONGEVITY HOLDINGS INC LONGEVITY HOLDINGS, INC. 401(K) PS PLAN | MINNEAPOLIS MN | 502 | $27.9M | $1.5M |
| 5 | HERBERT J SIMS & CO. INC. HERBERT J SIMS 401(K) PLAN | FAIRFIELD CT | 111 | $30.1M | $667K |
| 6 | CANYON VIEW MEDICAL GROUP LC CANYON VIEW MEDICAL GROUP LC 401K & PSP | SPANISH FORK UT | 179 | $39.3M | $381K |
| 7 | PAULSEN, INC. PAULSEN, INC. 401(K) PROFIT SHARING PLAN | COZAD NE | 220 | $13.1M | $311K |
| 8 | PLAN COMPLIANCE SERVICES, INC. TAG(K) POOLED EMPLOYER PLAN | CLEARWATER FL | 220 | $3.5M | $187K |
| 9 | HEARTLAND PRODUCE CO. HEARTLAND PRODUCE CO. 401(K) PLAN | KENOSHA WI | 180 | $10.0M | $134K |
